Bregal Sagemount Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Bregal Sagemount has acquired 1 company. It has also invested in 16 others.

Bregal Sagemount’s most common sectors for investment aresoftware (30%) and information technology (25%) . The Firm’s most common investment types include growth capital (64%) and buyout (lbo, mbo, mbi) (13%). In total, Bregal Sagemount has invested in 20 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2006 when it acquired Global 360 for $200M.

In the last 3 years, Bregal Sagemount has exited 5 companies. The Firm’s most common exit type is trade sale (48%). Bregal Sagemount’s largest (disclosed) exit occurred in 2022 when it sold SurePrep for $500M.

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M&A Summary

  • M&A Total Activity91
    • M&A Buy Activity57
    • M&A Sell Activity34
  • Total Sectors Invested 12
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 35
  • M&A Advisors 2

Bregal Sagemount

200 Park Avenue, 45th Floor,
New York, New York 10166
United States
(646) 798-7770
www.sagemount.com
info@sagemount.com

Bregal Sagemount is a growth-focused private capital firm. The Firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $8 to $150 million per transaction in a variety of sectors including software, digital infrastructure, healthcare IT, healthcare services, business and consumer services, financial technology, and specialty finance. Bregal Sagemount was formed in 2012 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Financial Services, Healthcare Services, Information Services, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 15 250
Target EBITDA - -
Investment Size 8 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.2/yr) # 36 4 7 8 2 - 57
vol $200M $200M
Sell (1.6/yr) # 26 3 2 1 1 1 34
vol $995M $500M $385M $1.9B
  91

Most Recent M&A

Company Date Value Type
Connectria LLC 2024-04-02 - Trade Sale
St. Louis, Missouri · www.connectria.com
Horizon Telcom, Inc. 2023-10-24 385M USD Trade Sale
Columbus, Ohio · www.horizonconnects.com
Bradford Airport Logistics 2023-09-12 - Growth Capital
Houston, Texas · www.bradford-corp.com
Orange Logic 2023-05-16 - Growth Capital
Irvine, California · www.orangelogic.com
SurePrep LLC 2022-11-11 500M USD Trade Sale
Irvine, California · www.sureprep.com
Solo LLC 2022-09-19 - Growth Capital
Lehi, Utah · www.gosolo.io
BuildingLink.com LLC 2022-07-13 - Growth Capital
New York, New York · www.buildinglink.com
Optima Partners 2022-07-12 - Growth Capital
New York, New York · www.optima-partners.com
Critical Start, Inc. 2022-04-12 - Growth Capital
Plano, Texas · www.criticalstart.com
PayArc LLC 2022-04-12 - Growth Capital
Greenwich, Connecticut · www.payarc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
MRI Software LLC 2020-02-10 Springboard Research Ltd. 2022-10-03 18
Solon, Ohio · www.mrisoftware.com Milton Keynes, United Kingdom · www.spring-board.info
MRI Software LLC 2020-02-10 Apartment Data Services, Inc. 2022-08-04 17
Solon, Ohio · www.mrisoftware.com Houston, Texas · www.apartmentdata.com
MRI Software LLC 2020-02-10 eSight Energy Ltd. 2021-11-02 16
Solon, Ohio · www.mrisoftware.com Cambridge, United Kingdom · www.esightenergy.com
MRI Software LLC 2020-02-10 Trimble Inc. - Manhattan Software 2021-02-17 15
Solon, Ohio · www.mrisoftware.com Sunnyvale, California
MRI Software LLC 2020-02-10 AMTdirect LLC 2021-01-27 14
Solon, Ohio · www.mrisoftware.com Cornelius, North Carolina · www.amtdirect.com
MRI Software LLC 2020-02-10 CoreLogic, Inc. - Jenark 2020-10-29 13
Solon, Ohio · www.mrisoftware.com Irvine, California
MRI Software LLC 2020-02-10 Priority Technology Holdings, Inc. - RentPayment 2020-09-01 12
Solon, Ohio · www.mrisoftware.com Alpharetta, Georgia

M&A by Sector

Sector Current # Value All-time # Value
Software 9 (32%) - 17 (30%) 200M (100%)
Information Technology 5 (18%) - 14 (25%) -
Internet Software and Services 2 (7%) - 8 (14%) -
Business Services 4 (14%) - 4 (7%) -
Healthcare Services 1 (4%) - 3 (5%) -
Transportation 3 (11%) - 3 (5%) -
Communications - - 2 (4%) -
Marketing 2 (7%) - 2 (4%) -
Financial Services - - 1 (2%) -
Information Services - - 1 (2%) -
Publishing 1 (4%) - 1 (2%) -
Safety/Security 1 (4%) - 1 (2%) -
Total 28 - 57 $200M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 26 (93%) - 53 (93%) 200M (100%)
  California 6 (21%) - 12 (21%) -
  Texas 4 (14%) - 7 (12%) 200M (100%)
  New York 3 (11%) - 5 (9%) -
  Ohio 1 (4%) - 4 (7%) -
  New Jersey 2 (7%) - 3 (5%) -
  Illinois 1 (4%) - 3 (5%) -
  Colorado 1 (4%) - 3 (5%) -
  Massachusetts 2 (7%) - 2 (4%) -
  Florida 1 (4%) - 2 (4%) -
  Arizona - - 2 (4%) -
  Virginia 1 (4%) - 1 (2%) -
  Utah 1 (4%) - 1 (2%) -
  North Carolina 1 (4%) - 1 (2%) -
  Georgia 1 (4%) - 1 (2%) -
  Connecticut 1 (4%) - 1 (2%) -
  Pennsylvania - - 1 (2%) -
  New Hampshire - - 1 (2%) -
  Missouri - - 1 (2%) -
  Indiana - - 1 (2%) -
  Idaho - - 1 (2%) -
United Kingdom 1 (4%) - 2 (4%) -
Belgium 1 (4%) - 1 (2%) -
Canada - - 1 (2%) -
  Ontario - - 1 (2%) -
Total 28 - 57 $200M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 21 (75%) - 36 (63%) -
Buyout (LBO, MBO, MBI) 1 (4%) - 7 (12%) 200M (100%)
Secondary Buyout 3 (11%) - 6 (11%) -
Divestiture - - 2 (4%) -
Recapitalization 1 (4%) - 2 (4%) -
Stake Purchase 1 (4%) - 2 (4%) -
Venture 1 (4%) - 2 (4%) -
Total 28 - 57 $200M

Exits by Deal Type

Type Total # Value
Secondary Sale 14 (41%) 225M (12%)
Trade Sale - Public Company 8 (24%) 1.7B (88%)
Trade Sale 8 (24%) -
Unknown 2 (6%) -
Recapitalization 1 (3%) -
SPAC 1 (3%) -
Total 34 $1.9B

Top M&A Advisors

Legal Deals
Goodwin Procter
13
Hunton & Williams LLP
1

Deal Values

buy # Total
$100M to $1B 1 $200M
TOTAL $200M
Largest Global 360, Inc.
$200M (2006-04-03)
sell # Total
$100M to $1B 6 $1.9B
TOTAL $1.9B
Largest SurePrep LLC
$500M (2022-11-11)

M&A Connections

Deals
Acquired from
Investor(s)
16%
9 (16%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
44%
15 (44%)
Strategic(s)
47%
16 (47%)

FAQ

When was Bregal Sagemount founded?

Bregal Sagemount was founded in 2012.

What type of investor is Bregal Sagemount?

Bregal Sagemount is a growth capital firm.

Where is Bregal Sagemount headquartered?

Bregal Sagemount is headquartered in New York, New York.

How much capital does Bregal Sagemount have under management?

Bregal Sagemount has 1.7B USD under management.

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